Investment Strategy
We seek to pick winning funds with superior management and quantitative characteristics linked to strong performance. Our quantitative research uses the most comprehensive mutual fund database in the world to determine the best strategies for long-term investing success. We then supplement those studies with extensive qualitative research of portfolio managers, analysts, and traders through onsite visits and follow-up phone calls.
 
About the Editor
Russel Kinnel is director of manager research for Morningstar, Inc. and editor of Morningstar FundInvestor, a monthly print newsletter for individual investors. He also writes the Fund Spy column for Morningstar.com, the company's investment Web site.

Since joining the company in 1994, Kinnel has covered the Fidelity, Janus, T. Rowe Price, and Vanguard mutual fund families. He helped develop the new Morningstar Rating for funds and the new Morningstar Style Box methodology. He also is co-author of the company's first book, The Morningstar Guide to Mutual Funds: 5-Star Strategies for Success, which was published in January 2003.

 
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About Russel Russ' Photo
Russel Kinnel,
Director of Manager Research and Editor, Morningstar FundInvestor
Russel Kinnel is director of manager research for Morningstar, Inc. and editor of Morningstar FundInvestor, a monthly print newsletter for individual investors.
Featured Posts
New Issue of FundInvestor Is Available (PDF)

The new issue of FundInvestor is out in PDF form. You can download it here.

Here's what's in the December issue:

Should You Hold on to Your Slumping Fund? I look at some of the funds with the worst slumps in the Morningstar 500 and assess whether they still have merit.

How Do Flows Impact Funds? Maciej Kowara examines the link between performance and fund flows.

Diamond Hill Holds Steady. Linda Abu Mushrefova finds these value stalwarts are sticking to their guns even as performance has faded.

Funds That Swooned in the Sell-Off. Katie Reichart looks at why some apparently low-risk funds took it on the chin.

A Capital Gains Preview. It is capital gains season and Christine Benz digs into all the big payouts.

Nervous Times in Bondland. Rising interest rates and a growing deficit are making bond-fund managers uneasy, according to Miriam Sjoblom.

 

 

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